lead communications for Microsoft. linkedin.com/in/fxshaw/
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i refuse to be enraged by opinion pieces no matter how many times they are re-tweeted here. I am enraged enough by news.
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Boundary conditions shape the possible and provide constraints. Boundary objects connect / cross boundaries. Liminal spaces provide reflection and spur imagination. Phase transitions allow us to create something new. linkedin.com/pulse/tgif-570-… via @LinkedIn
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RIP Annie Dillard, a great writer I've turned to often, both for coaching on how to write, and on how to best live in the world. "How we spend our days is, of course, how we spend our lives" she said; a reminder to be present and intentional. I will miss new words from her and cherish the old.
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Frank X. Shaw retweeted
Dear Devs,
Time to think bigger and local.
See you there. 🌁
BREAKING: Microsoft has just announced a Windows and Surface event for October 7th. The event will take place in San Francisco, with Microsoft CEO Satya Nadella, Windows chief Pavan Davuluri, and Nvidia CEO Jensen Huang. Full details 👇 theverge.com/news/994714/mic…
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Frank X. Shaw retweeted
First BlizzCon. Great to see the community together this weekend.
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a bit of news. :)
Microsoft's comms chief @fxshaw is leaving the company after almost 20 years. Shaw has been at the heart of Microsoft’s comms since 1997, helping the company navigate CEO transitions, the all-important bet on cloud, and huge acquisitions. Details here 👇theverge.com/news/993791/mic…
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Woot
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Frank X. Shaw retweeted
Students, educators and families deserve AI that protects privacy and keeps people in control. @Microsoft and @AFTUnion have established the National AI Safety & Privacy Standard for schools, creating legally enforceable protections for AI in education.
👇
ALT Cover page introducing the National AI Safety & Privacy Standard, a joint initiative from Microsoft and the American Federation of Teachers focused on responsible AI use in education
ALT Schools remain in control
ALT Student data is not Ai training data
ALT Students are not products. The standard emphasizes privacy, safety, and responsible use of technology in educational settings
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Frank X. Shaw retweeted
Excited to see early customers already using Astra on Azure! azure.microsoft.com/en-us/bl…
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Frank X. Shaw retweeted
Replacing human opinion writers with AI will result in predictable pieces that say the same thing over and over.
by David Brooks
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Frank X. Shaw retweeted
$100,000 for milliseconds early access to President Trump’s posts? @Kalshi CEO says “I don’t know what that has to do with Kalshi.” Your thoughts???…. full convo at piped.video/@smartgirldumbqu…
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Interesting observations from Charles.
The most important thing my team will do this year won’t be a single product or feature we ship - it will be changing how we work. I wrote about the 3 things that have mattered most as we’ve changed how we build – and there’s more we’re still figuring out.
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Frank X. Shaw retweeted
This summer we've expanded XBOX streaming to more than 150 million TVs and devices around the world because not everyone can afford dedicated gaming hardware. Today we're adding millions more through VIDAA OS and Hisense, so more people can play on the hardware they already own.
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Frank X. Shaw retweeted
Just blown away by the Microsoft quarter. Tour de force. Didn't see it coming because was worried about the trust's oversized load position in it. Satya and Amy--incredible.. Just amazing... HOF
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Frank X. Shaw retweeted
Watch what Nadella did on the Microsoft earnings call tonight.
An analyst asked how Microsoft benefits from enterprises adopting open models when it carries all that frontier lab exposure. Instead of defending the lab relationship, Nadella laid out an architecture:
"You've got to keep your harness separate from the model. The harness will ensure that your memory, your context, all of that is external. That means any given model at any given time is swappable."
And then the part that should worry anyone underwriting model moats: use frontier models where they earn it, low-cost models where they don't, "and in fact, train your own model when you don't want to use any external model itself because after all, you have all the outputs, you have all the traces, you have all the context."
The firm keeps the harness. The models compete for slots inside it.
Jensen Huang said most companies will be built on harnesses at the LangChain fireside on July 8. I published the full framework on July 12, five launches in three days, all converging on the same architecture. Tonight the largest enterprise software company on earth made it the official pitch on an earnings call.
The moat question in enterprise AI just moved from who has the best weights to who owns the loop around them.
And if the completed task is the unit everyone now competes on, someone has to price it for the buyer. That is the next thing we are building at BEP Research: a cost per task tool for enterprises. More on that soon.
I also took the paywall off the full framework piece tonight, so the whole thing is free to read:
bepresearch.substack.com/p/j…
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can someone check the AI system being used by the information for their msft earnings story, they need an upgrade. ;)
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Frank X. Shaw retweeted
At Microsoft, we are focused on empowering Frontier Transformation through Copilot, Microsoft IQ, and Agent 365. Businesses are not static, and neither are the AI systems that support them. We are helping organizations build, observe, and tune agentic workflows against the outcomes they seek and the ROI they demand. Our open, model-diverse, and heterogenous platform powers that improvement loop.
Read my latest earnings blog to see how customers are bringing Frontier Transformation to life, demonstrating how intelligence, trust, and human ambition come together across industries. aka.ms/FY26Q4Blog
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